Service information
Review work orders and available records for the sites assigned to your account.
Client visibility with OTS Portal
See the work.
Follow the details.
A cleaning plan works better when the information is organized. OTS Portal can give your team a place to review service records, inspections, and issue follow-up for your account.
Access and features are confirmed during account setup. All views on this page use sample data.
Example account
Client viewYour service overview
Demo Office · Demo School
3Active work orders
1Open issue
2Inspection records
Lobby floor careDemo Office · Work order
In progressRoutine inspectionDemo School · Inspection
RecordedRestroom supply checkDemo Office · Issue report
OpenFor property and facility teams
Know where to look for an update.
Inspection visibility
See recorded findings and follow-up items when inspection reporting is included.
Issue follow-up
Keep a reported concern and its recorded status connected to the property.
Illustrative client views
A practical look at organized follow-through.
01 · Inspections
Review the findings, including what needs attention.
Inspection records can help your team see what was checked and which items need follow-up. The useful part is having a record to discuss with the service team.
Inspection scope, frequency, and reporting are agreed for the account.
Demo Office
Routine inspection
Example of recorded findings and follow-up
Entry & lobbyCondition reviewed
CheckedShared restroomsCondition reviewed
CheckedBreakroom floor edgeDetailing requested
Follow-upExample note: review the floor edge during the next scheduled visit.
Demo Office · Example issue
Restroom supply check
A request with a visible follow-up history
- Issue reported
A supply concern is recorded for the site.
- In progress
The service team reviews the request and records an update.
- Resolution recorded
A completion note is added when the issue is addressed.
02 · Reported issues
Give a concern a clear place to be tracked.
Issue records connect a concern to its site and make recorded status updates easier to review. Your service contact remains part of the follow-up process.
Updates reflect information entered in the system; response arrangements are confirmed in the service plan.
Records and handoff
Keep the closeout connected to the work.
When the service includes supporting documentation, the account can provide a place for available work records, photos, and client documents. A final project closeout is shown after the work order is closed and the closeout is approved.
We confirm which records your team needs and who should have access during onboarding.
Review documentation and onboardingQuestions, answered
Before you request a walkthrough
Is the portal included with every cleaning service?
Portal access, enabled features, reporting frequency, and available records are confirmed for the account and written service plan. Ask us to review the setup during your walkthrough.
Are these real client screenshots?
No. These are simplified demonstrations based on existing OTS Portal functions. All account names, activity, counts, and notes on this page are sample data.
What can my team see?
Authorized client views can include assigned sites, work orders, inspection records, reported issues, and documents made available for the account. The exact views depend on setup and permissions.
When is a project closeout available?
A final client closeout package becomes available when the work order is closed and its closeout is approved. The supporting records depend on the agreed scope and what has been recorded.
How do we get started?
During the walkthrough or onboarding conversation, tell us who needs access, which sites they manage, and what information they need to review. We confirm the setup before access is arranged.
Let’s talk about your building
Ask to see how it fits your account.
Bring your reporting and communication needs to the walkthrough.